AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Sells

1 +$1.65M
2 +$1.56M
3 +$938K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$847K
5
CSX icon
CSX Corp
CSX
+$826K

Sector Composition

1 Technology 7.12%
2 Financials 4.59%
3 Industrials 3.67%
4 Healthcare 3.46%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$9.03K ﹤0.01%
450
-584
1427
$9.02K ﹤0.01%
+577
1428
$8.86K ﹤0.01%
1,372
1429
$8.86K ﹤0.01%
259
1430
$8.85K ﹤0.01%
188
+26
1431
$8.83K ﹤0.01%
+361
1432
$8.79K ﹤0.01%
+234
1433
$8.77K ﹤0.01%
36
1434
$8.77K ﹤0.01%
+99
1435
$8.73K ﹤0.01%
+1,000
1436
$8.73K ﹤0.01%
+201
1437
$8.65K ﹤0.01%
+100
1438
$8.63K ﹤0.01%
500
-1,000
1439
$8.61K ﹤0.01%
273
+105
1440
$8.59K ﹤0.01%
40
+35
1441
$8.57K ﹤0.01%
63
+60
1442
$8.53K ﹤0.01%
86
+55
1443
$8.46K ﹤0.01%
239
1444
$8.42K ﹤0.01%
200
1445
$8.41K ﹤0.01%
16
+15
1446
$8.36K ﹤0.01%
81
+1
1447
$8.33K ﹤0.01%
145
+1
1448
$8.3K ﹤0.01%
500
-1,000
1449
$8.29K ﹤0.01%
636
+21
1450
$8.25K ﹤0.01%
488
+30